Wealth
Management

Cash Flow Management The Strategic Advisors Charitable & Philanthropic Services
Estate
Planning
Insurance
Services


Wealth Management

  • Diagnosis of overall financial situation
  • Defining the family‚Äôs investment objectives
  • Tax-Efficient Strategies
  • Establishing risk profile and developing risk mitigation
  • Global asset allocation and investment strategy
  • Administering and advising on banking relationships
  • Opening Private bank accounts on behalf of the family
  • Discretionary and non-discretionary mandates

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Cash Flow Management

  • Structuring assets and investments to aid tax planning
  • Advice on ownership, management and distribution of assets
  • Privacy and wealth protection structures

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Charitable & Philanthropic Services

  • Philanthropic planning
  • Assistance and guidance in the establishment and administration of charities
  • Technical advice on and operational management of charities
  • Establishing grant-making foundations and trusts
  • Preparing and presenting philanthropic initiatives
  • Operating your own charitable structure for client participation

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Estate Planning

  • Wealth Transfer
  • Minimize legal and probate issues with emphasis on asset protection
  • Maximize value by reducing taxes and other expenses
  • Beneficiary Mentoring

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Insurance Services

  • Evaluating a portfolio of insurances and implementing new insurance policies
  • Renegotiating and amending existing policies
  • Support with private placement life insurance as a wealth planning tool
  • International personal liability insurance
  • Insurance related to special assets, e.g., aircraft, yachts, art and the like

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Location

1380 El Cajon Boulevard, Suite 212
El Cajon, CA 92020
USA

Contact Info

Phone: 888.899.1439
Fax: 619.312.2785
info@j2xwealth.com